hello

[Former Member]

sir i have need of configuration of mile stone billing and period billing.

please provide if any body knows.

thank u

it will be very useful for me.

[Former Member]

Hi Kamtah,

Milestone billing means distributing the total amount to be billed over multiple billing

dates in the billing plan.

As each milestone is successfully reached, the customer is billed either a percentage of

the entire project cost or simply a pre-defined amount.

During sales order processing, the system determines from the item category whether a

billing plan is required and, if so, which type of plan

The type of billing plan that is determined at this point is set up in Customizing and

cannot be changed in the sales document.

Billing plans for periodic billing and milestone billing plans for project-related milestone

billing have different overview screens so that you can enter data relevant to your

processing.

For example, for milestone billing, you must be able to enter data to identify the

individual milestones.

IMG configuration requires :-

1. Maintain billing plan types for milestone billing in OVBO.

2. Define date description in SM30 - V_TVTB.

3. Maintain Date Category for Billing Plan Type IN OVBJ.

4. Allocate date category in SM30 - V_TFPLA_TY.

5. Maintain date proposal for Billing Plan Type in OVBM.

6. Assign Billing Plan Type to Sales Documents Type in OVBP.

7. Assign Billing Plan Type to Item Categories in OVBR.

8. Define rules for determining the date in OVBS.

Milestone billing is typically used for billing projects, such as plant engineering and

construction projects. Such projects often include a series of milestones that mark the

completion of different stages of the work. In the SAP R/3 System, milestones are defined

in a network along with planned and actual dates for the completion of work. The milestones

are also assigned to the billing dates in the billing plan.

Each milestone-related billing date is blocked for processing until the Project System

confirms that the milestone is completed.

Delivery-relevant order items for which a milestone billing plan applies are billed on the

basis of the requested delivery quantity and not on the total of the confirmed quantities.

The connection between the project and the sales document item is made in the individual

schedule lines of the item. Each schedule item can be assigned to a network in a project.

To display the project-related data for a schedule line, proceed as follows:

In one of the overview screens of the sales document, select

1. Item -> Schedule lines.

2. Mark the schedule line and select Procurement details.

The following figure shows an example of milestone billing where only the Contract have

been billed :

Order Item Turbine 100,000

Billing Plan

Billing date Description % Value Billing Block Milestone Billing Status

01-10-94 Contract 10 10,000 - x x

01-03-95 Assembly 30 30,000 x x

01-04-95 Maintenance 30 30,000 x x

01-05-95 Acceptance 30 30,000 x x

01-06-95 Final invoice .. .. x

Network/Activities

Milestone Estimate Actual

Assembly 01-03-95 01-03-95

Maintenance 01-04-95

Acceptance 01-05-95

For each billing date in a milestone billing plan, you can specify whether the billing

date is:

1. fixed

2. always updated with the actual date of the milestone

3. updated with the actual date of the milestone, if the date is earlier than the

planned billing date for the date

Periodic Billing:

Periodic billing & Milestone billing are the billing plans used in Std SAP for billing process.

Periodic Billing - This billing plan is used in the scenarios like...rental agreements, cycle billing, etc....

When V assign this billing plan in the sales docemnt type, billing control screen, in Tcode VOV8.

Milestone billing - Milestones are maintained as per the percentage of net value or as per the dates. While using this plan, in the sales order creation mode, in Billing plan tab for item....V have the option of maintaining % of value and billing date.

Same Billing plan for all the scenatrios can be maintained in IMG config for Billing plan. If u want to have different billing plan in the sales order, U can change the plan for Items by unchecking the billing plan field in Header details - Billing plan tab of Sales order.

This can be configured using Periodic Billing.

1. Create New Sales Order Type, say ZOR (Copy of OR) through T.Code: VOV8

Maintain Delivery Type as LF & Billing Type As 'F1' - Order Related / 'F2' Delivery Related.

IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header > Define Sales Documents Types

2. Assign New Sales Document Type to Sales Area, For Eg:

1000 (S.Org) / 10 (D.Channel) / 10 (Division) / ZOR (S.O Type)

IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header > Assign Sales Area to Sales Document Type

3. Create New Item Category, say ZTAN - Copy of TAN (For delivery Related) / ZTAD - Copy of TAD (For Order realted) / ZTAS - copy of TAS (For Third Party)

Maintain as under (others remaining same)

Billing Relevance: I

Billing Plan Type: 02

IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Item > Define Item Category

4. Assign Item Category, for ex (assuming Usage & higher level item category as blank):

Sales Document Type | Item Category Group | Default Item Category

ZOR | NORM | ZTAN

ZOR | DEIN | ZTAD

ZOR | BANS | ZTAS

IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Item > Assign Item Category

Note: In the above Billing Type '02' plays the main controller for periodic billing. In Sales order, at item level, we require to maintain the billing plan

Have a look to these SAP documents: very useful they explain all.

http://help.sap.com/printdocu/core/Print46c/en/data/pdf/MYSAP/SR_CS.pdf

http://help.sap.com/printdocu/core/Print46c/en/data/pdf/CS/PMSMASC.pdf

http://help.sap.com/saphelp_47x200/helpdata/en/31/03953401024735e10000009b38f83b/frameset.htm

Please Reward if Really Helpful,

Thanks and Regards,

Sateesh.Kandula

[Former Member]

Hi Kamtah

Milestone billing means distributing the total amount to be billed over multiple billing

dates in the billing plan.

As each milestone is successfully reached, the customer is billed either a percentage of

the entire project cost or simply a pre-defined amount.

During sales order processing, the system determines from the item category whether a

billing plan is required and, if so, which type of plan

The type of billing plan that is determined at this point is set up in Customizing and

cannot be changed in the sales document.

Billing plans for periodic billing and milestone billing plans for project-related milestone

billing have different overview screens so that you can enter data relevant to your

processing.

For example, for milestone billing, you must be able to enter data to identify the

individual milestones.

IMG configuration requires :-

1. Maintain billing plan types for milestone billing in OVBO.

2. Define date description in SM30 - V_TVTB.

3. Maintain Date Category for Billing Plan Type IN OVBJ.

4. Allocate date category in SM30 - V_TFPLA_TY.

5. Maintain date proposal for Billing Plan Type in OVBM.

6. Assign Billing Plan Type to Sales Documents Type in OVBP.

7. Assign Billing Plan Type to Item Categories in OVBR.

8. Define rules for determining the date in OVBS.

Milestone billing is typically used for billing projects, such as plant engineering and

construction projects. Such projects often include a series of milestones that mark the

completion of different stages of the work. In the SAP R/3 System, milestones are defined

in a network along with planned and actual dates for the completion of work. The milestones

are also assigned to the billing dates in the billing plan.

Each milestone-related billing date is blocked for processing until the Project System

confirms that the milestone is completed.

Delivery-relevant order items for which a milestone billing plan applies are billed on the

basis of the requested delivery quantity and not on the total of the confirmed quantities.

The connection between the project and the sales document item is made in the individual

schedule lines of the item. Each schedule item can be assigned to a network in a project.

To display the project-related data for a schedule line, proceed as follows:

In one of the overview screens of the sales document, select

1. Item -> Schedule lines.

2. Mark the schedule line and select Procurement details.

The following figure shows an example of milestone billing where only the Contract have

been billed :

Order Item Turbine 100,000

Billing Plan

Billing date Description % Value Billing Block Milestone Billing Status

01-10-94 Contract 10 10,000 - x x

01-03-95 Assembly 30 30,000 x x

01-04-95 Maintenance 30 30,000 x x

01-05-95 Acceptance 30 30,000 x x

01-06-95 Final invoice .. .. x

Network/Activities

Milestone Estimate Actual

Assembly 01-03-95 01-03-95

Maintenance 01-04-95

Acceptance 01-05-95

For each billing date in a milestone billing plan, you can specify whether the billing

date is:

1. fixed

2. always updated with the actual date of the milestone

3. updated with the actual date of the milestone, if the date is earlier than the

planned billing date for the date

Header Billing Plans in Milestone Billing:

The system copies the basis for the header billing plan from Customizing. In milestone billing, thefollowing functions are carried out at item level:·Determining billing document value on a percentage basis·Dates at header level are copied from all item billing plans assigned to that header.When you make changes at header level (e.g. new billing dates or changes topercentage rates), the related items are automatically changed accordingly. The systemdoes not allow you to make changes at item level.Handling milestonesDates generated in the header billing plan and milestones set in the header billingplan (Edit -- Generate dates -- Manual milestones) are copied to the item billingplans assigned to that header.If you want to schedule milestones in an item separately from the header, you mustfirst remove the item from the header billing plan before milestones can be assignedto it.All manually set milestones will be deleted when you reassign this item to the headerbilling plan. Header data will once again be valid for the item.

Periodic Billing (Monthly, quarterly, annually):

The periodicity of the billing dates determines the frequency with which the billing dates arecreated in the billing plan and, in addition, whether a billing date is processed for billing on thefirst or last day of the month.HorizonIn case no end date is entered, or the end date lies so far in the future that not all billing datescan established, then a rule for determining the horizon can be entered. The horizon for periodicbilling determines the last date of the billing plan.The horizon is always determined by a rule that uses the current date as a baseline. If the currentdate is updated during processing, the system automatically extends the horizon and theschedule of billing dates into the future.The determination of dates according to the current horizon must be triggered manually via thefollowing menu path.1. Select Logistics -- Sales and Distribution -- Sales.2. Choose Outline agreement -- Contract -- Subsequent functions --- Horizontal/periodicbilling.Report RVFPLAN01 which supports this function can be scheduled to run at regular intervals.

SAP AGBilling Plan (SD-BIL-IV)Credit Memo Date in the Billing PlanApril 200115Credit Memo Date in the Billing PlanUseAfter cancellation of a contract, depending upon your agreement with the customer, settlementperiods that have already been billed can be recredited automatically.The most important criterion is that if the end date or ‘to- date’ is changed, it comes before thelast billed data. It is unimportant whether the end date changed because of a rule (e.g. contractend date) or whether it was entered manually.Correction dates are created automatically if the field Corr is activated in the document billingplan data. Activation of this field can be carried out manually or automatically via Customizing.Deactivating the field removes the correction dates again.Example:The contract had a duration of 4 months and all dates were billed. After furthernegotiations with the customer, the contract was canceled on April 15 1998 and itwas agreed that the amount for the remaining period would be credited to thecustomer.As soon as the end date is changed, a corresponding correction date is set.BillingplanStart 01/01/98First of eachmonthEnd 04/30/98Settlement periodSts----

---

01/01/98– 01/31/98 01/01/98USD 100.00C02/01/98– 02/28/98 02/01/98USD 100.00C03/01/98– 03/31/98 03/01/98USD 100.00C04/01/98– 04/30/98 04/01/98USD 100.00CBillingplanStart 01/01/98First of eachmonthEnd 04/15/98Settlement periodSts----

-

---

01/01/98– 01/31/98 01/01/98USD 100.00C02/01/98– 02/28/98 02/01/98USD 100.00C03/01/98– 03/31/98 03/01/98USD 100.00C04/01/98– 04/30/98 04/01/98USD 100.00C04/16/98– 04/30/98 04/01/98USD -50.00 ACorrectiondateààThe value of a correction date cannot be changed. If you only want to reimburse acertain amount to the customer, then you can only do this by fixing the end date.

Billing Plan (SD-BIL-IV)SAP AGCredit Memo Date in the Billing Plan16April 2001Correction dates which have already been billed can no longer be changed.The billing dates to which the correction dates refer cannot be canceled.PrerequisitesYou need to make the following settings in Customizing for billing plans:·Billing plan type for periodic billing:In the ‘Aut.cor.date’ field, you activate the automatic creation of credit memo dates inthe billing plan.·Date category maintenance:In the billing type field, you maintain the proposal billing type for the credit memo date inthe billing plan.In the billing block field you maintain a block indicator for credit memo in the billing plan.All fields represent a proposal for the billing plan and can be overwritten in the billing plan.You can configure authorizations for changing the billing block in the document(activating and deactivating) using authorization object V_VBAK_AAT.

SAP AGBilling Plan (SD-BIL-IV)Milestone BillingApril 200117Milestone BillingMilestone billing is typically used for billing projects, such as plant engineering and constructionprojects. Such projects often include a series of milestones that mark the completion of differentstages of the work. In the SAP R/3 System, milestones are defined in a network along withplanned and actual dates for the completion of work. The milestones are also assigned to thebilling dates in the billing plan. Each milestone-related billing date is blocked for processing untilthe Project System confirms that the milestone is completed.Delivery-relevant order items for which a milestone billing plan applies are billed onthe basis of the requested delivery quantity and not on the total of the confirmedquantities.The following figure shows an example of milestone billing:Billing dateDescription%ValueBilling blockBillingstatusMilestone10.00030.00030.00030.000- --xxxxxxxxx10303030- -01.10.9401.03.9501.04.9501.05.9501.06.95ContractAssemblyMaintenanceAcceptanceFinal invoiceBilling planProjectNetwork/activitiesOrderItem:Turbine100.000,00MilestoneEst.ActualAssemblyMaintenanceAcceptance01.03.9501.04.9501.05.9501.03.95For each billing date in a milestone billing plan, you can specify whether the billing date is:·fixed·always updated with the actual date of the milestone·updated with the actual date of the milestone, if the date is earlier than the planned billingdate for the date

Billing Plan (SD-BIL-IV)SAP AGMilestone Billing18April 2001·updated with the actual date of the milestone, if the date is earlier than the planned billingdate for the dateAs of Release 3.0C it is also possible to assign milestones to the dates of the billingplan during milestone billing if no network plan has been opened.In order to do this you must assign the milestone manually in billing planmaintenance. For you to be able to make this assignment, the Fixed date field of theproposed date category of the billing plan type must not be blank. The additionalfixed value (as of Release 3.0C) of Fixed date ‘ ‘ means that you cannot assign it to amilestone. Milestone assignment is possible for all other values. You make thesesettings in the Implementation Guide.Integration Between Sales and the Project SystemThe connection between the project and the sales document item is made in the individualschedule lines of the item. Each schedule item can be assigned to a network in a project.To display the project-related data for a schedule line, proceed as follows:1. In one of the overview screens of the sales document, select Item ® Schedule lines.2. Mark the schedule line and select Procurement details.

SAP AGBilling Plan (SD-BIL-IV)Billing Plans at Header LevelApril 200119Billing Plans at Header LevelUp to and including Release 3.0D, billing plans for milestone and periodic billing were createdand maintained exclusively at item level. When making changes to documents across all items,however, a large amount of manual work was required. Due to the large number of manualchanges, there was also a high risk of error.As of Release 3.0E, you can define a billing plan at header level which is valid for all itemsassigned to it. The header billing plan is maintained at header level. Data copied to the assigneditems cannot be changed in the items.

Billing Plan (SD-BIL-IV)SAP AGFunctions in Header Billing Plans20April 2001Functions in Header Billing Plans·Automatically attaching item billing plans to the header billing planAll items with the same billing plan type (controlled by the item category) refer to theheader billing plan. By marking the header billing plan field on the item billing planscreen, you can display the relevant item/header billing plan assignment. If you want todefine billing plans for specific items, you can remove the assignment and maintain theitem billing plan separately.You can remove or set an item assignment with the assignment indicator. Once anitem has been partially billed, it can be removed from the header but no longerattached to it.·Copying the header billing plan to item billing plansYou can copy global changes made at header level to item billing plans assigned to thatheader. Dates which have already been billed can no longer be changed. In periodicbilling, the system carries out pricing, determines billing document value and determinesdocument status at item level, independent of the header.·Dynamically determining totals and status at header levelInformation displayed in the header billing plan is valid for all items which refer to thatheader. In milestone billing, billing document value and status at header level aredetermined dynamically from all assigned items. The document value at header level isthe sum of all assigned items.

SAP AGBilling Plan (SD-BIL-IV)DisplaysApril 200121Displays·In the sales order, you can branch to the header billing plan with Header -- Contract -- Billing plan.·The header billing document field in the item billing plan (Item -- Contract -- Billing plan)indicates whether it has been assigned to a header billing plan.·There are two new fields in the Billing overview screen (Overview --- Billing):The Billing relevance field indicates for each item whether the sales order isrelevantfor an order-related billing document and whether a billing plan exists(billingrelevance ‘I’)The Header billing plan field indicates whether the item billing plan refers to theheader billing plan (Header Bill Plan “X”)

Billing Plan (SD-BIL-IV)SAP AGHeader Billing Plans in Milestone Billing22April 2001Header Billing Plans in Milestone BillingThe system copies the basis for the header billing plan from Customizing. In milestone billing, thefollowing functions are carried out at item level:·Determining billing document value on a percentage basis·Dates at header level are copied from all item billing plans assigned to that header.When you make changes at header level (e.g. new billing dates or changes topercentage rates), the related items are automatically changed accordingly. The systemdoes not allow you to make changes at item level.Handling milestonesDates generated in the header billing plan and milestones set in the header billingplan (Edit --- Generate dates --- Manual milestones) are copied to the item billingplans assigned to that header.If you want to schedule milestones in an item separately from the header, you mustfirst remove the item from the header billing plan before milestones can be assignedto it.All manually set milestones will be deleted when you reassign this item to the headerbilling plan. Header data will once again be valid for the item.

SAP AGBilling Plan (SD-BIL-IV)Header Billing Plans in Periodic BillingApril 200123Header Billing Plans in Periodic BillingIn periodic billing, the following functions are carried out exclusively at item level:·Pricing·Determining status·Determining date-from and date-toFor this reason, no billing document value or status appear in the header billing plan.Changes to validity periodStart and end dates establish the billing validity period and can be determinedautomatically using a rule or entered manually. These dates are copied to the itembilling plans. If you change the rule or the manual validity period at header level, theresulting dates will be copied to the item level.To maintain different dates at item level, proceed as follows:If you specify a validity period manually in the Date-from and Date-to fields in theitem billing plan, the system deletes the rule and uses the manual dates from thesetwo fields to determine the relevant billing dates. The dates which the systemdetermines at item level remain valid even if you make changes to the header billingdates. If the manual dates from the Date-from and Date-to fields are deleted, thesystem will again use the rule in the billing header to determine billing dates.

Billing Plans in Periodic BillingIn:,

The following functions are carried out exclusively at item level:·Pricing·Determining status·Determining date-from and date-toFor this reason, no billing document value or status appear in the header billing plan.Changes to validity periodStart and end dates establish the billing validity period and can be determinedautomatically using a rule or entered manually. These dates are copied to the itembilling plans. If you change the rule or the manual validity period at header level, theresulting dates will be copied to the item level.To maintain different dates at item level, proceed as follows:If you specify a validity period manually in the Date-from and Date-to fields in theitem billing plan, the system deletes the rule and uses the manual dates from thesetwo fields to determine the relevant billing dates. The dates which the systemdetermines at item level remain valid even if you make changes to the header billingdates. If the manual dates from the Date-from and Date-to fields are deleted, thesystem will again use the rule in the billing header to determine billing dates.

Reward if useful to u

Message was edited by:

narendran vajravelu

[Former Member]

Hi

Refer below

<a href="http://help.sap.com/saphelp_46c/helpdata/en/dd/560fdd545a11d1a7020000e829fd11/content.htm">Creating Periodic Billing</a>

<a href="http://www.sap-img.com/sd006.htm">Milestone Billing</a>

Menu path:

IMG->sales &distr->Billing->billing plans->define billing plan types.

You set the start date and end dates if applicable to the type of billing you are using. What time to be billed (end of month, start of month etc..)

Milestone is a billing plan type where a customer is billed for the amount distributed between the dates until total value is reached eg: if the total billing amountis 1000 USD for a year. You will bill the customer in different amounts say 200, 500, 300 at different intervals as per customer agreement.

On the other hand Periodic billling is billing the customer for the total amount(here 1000 USD) at regular intervals peridically until the customer agreement is reached. eg: 1000/12 for a 1 year agreement and say billed at the 1st day of every month.

[Former Member]

Hello !

[Former Member]

Hi

Billing Plan for Milestone Billing

Milestone billing means distributing the total amount to be billed over multiple billing

dates in the billing plan.

As each milestone is successfully reached, the customer is billed either a percentage of

the entire project cost or simply a pre-defined amount.

During sales order processing, the system determines from the item category whether a

billing plan is required and, if so, which type of plan

The type of billing plan that is determined at this point is set up in Customizing and

cannot be changed in the sales document.

Billing plans for periodic billing and milestone billing plans for project-related milestone

billing have different overview screens so that you can enter data relevant to your

processing.

For example, for milestone billing, you must be able to enter data to identify the

individual milestones.

IMG configuration requires :-

1. Maintain billing plan types for milestone billing in OVBO.

2. Define date description in SM30 - V_TVTB.

3. Maintain Date Category for Billing Plan Type IN OVBJ.

4. Allocate date category in SM30 - V_TFPLA_TY.

5. Maintain date proposal for Billing Plan Type in OVBM.

6. Assign Billing Plan Type to Sales Documents Type in OVBP.

7. Assign Billing Plan Type to Item Categories in OVBR.

8. Define rules for determining the date in OVBS.

Milestone billing is typically used for billing projects, such as plant engineering and

construction projects. Such projects often include a series of milestones that mark the

completion of different stages of the work. In the SAP R/3 System, milestones are defined

in a network along with planned and actual dates for the completion of work. The milestones

are also assigned to the billing dates in the billing plan.

Each milestone-related billing date is blocked for processing until the Project System

confirms that the milestone is completed.

Delivery-relevant order items for which a milestone billing plan applies are billed on the

basis of the requested delivery quantity and not on the total of the confirmed quantities.

The connection between the project and the sales document item is made in the individual

schedule lines of the item. Each schedule item can be assigned to a network in a project.

To display the project-related data for a schedule line, proceed as follows:

In one of the overview screens of the sales document, select

1. Item -> Schedule lines.

2. Mark the schedule line and select Procurement details.

The following figure shows an example of milestone billing where only the Contract have

been billed :

Order Item Turbine 100,000

Billing Plan

Billing date Description % Value Billing Block Milestone Billing Status

01-10-94 Contract 10 10,000 - x x

01-03-95 Assembly 30 30,000 x x

01-04-95 Maintenance 30 30,000 x x

01-05-95 Acceptance 30 30,000 x x

01-06-95 Final invoice .. .. x

Network/Activities

Milestone Estimate Actual

Assembly 01-03-95 01-03-95

Maintenance 01-04-95

Acceptance 01-05-95

For each billing date in a milestone billing plan, you can specify whether the billing

date is:

1. fixed

2. always updated with the actual date of the milestone

3. updated with the actual date of the milestone, if the date is earlier than the

planned billing date for the date

For periodic billing refer to below

http://help.sap.com/saphelp_47x200/helpdata/en/31/03953401024735e10000009b38f83b/frameset.htm

Regards

Ramesh